Asset Management -Global Transportation Group, Client Strategy- Associate

Opportunity:

J.P.

Morgan Global Alternatives is the alternative investment arm of J.P.

Morgan Asset & Wealth Management.

With $400 billion in assets under management and 450+ investment professionals, we offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, timber, liquid alternatives and hedge funds.

(as of Sept.

2024)

A vacancy has arisen for an Investor Relations Associate within the Global Transportation Group.

An Investor Relations Associate plays a leading role in supporting the client relations, strategy and portfolio management efforts of the firm's Global Transportation investment platform.

This position will support the business' investment strategies and work closely with both the investment specialist team and portfolio management teams as it relates to the management and marketing of all fund related activities.

Excellent communication (written and verbal), analytical, financial, time management and organizational skills, attention to detail as well as interest in transportation investments (maritime, energy logistics, aviation, railcar, container leasing, vehicle fleets, etc.) are a must.

Job Responsibilities:


* Leverage models and analytics to enhance investor engagement.


* Utilize quantitative and qualitative analysis to provide insights that optimize investor communications and strategy.


* Employ critical thinking and innovative approaches to address complex challenges in positioning the strategy among alternatives and other asset management products.


* Work closely with the investment team and asset management to evaluate and optimize the communications for investors.


* In partnership with Finance Team, deploy and manage the processes for timely production of recurring deliverables including Fund snapshots, quarterly reports and cover notes.


* Create, update and maintain all marketing collateral including pitch book, product profiles, stage presentations, teasers, and ad hoc materials, etc.


* Regularly drive the creation of new content for investor communications.


* Support written and verbal fund and market updates to prospects and clients; Direct client and interpersonal skills required.


* Extensive marketing support, including data room analysis, fund investor portal upkeep, compliance and internal systems reviews.


* Ability to synthesize and leverage large data sets in Excel to create custom analysis.


* Lead the development and liaise with internal RFP team and investment team in the production and completion of requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires (DDQ), quarterly/monthly client/consultant questionnaires and ad hoc requests.


* Own and maintain prospect tracking database.


* Assist on-going prospecting initiatives by staying on top of news feeds for potential search/RFP activities that can lead to new mandates.
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